Generate quotes in pdf format...QuoteLeap’s greatest advantage is its ability to generate quotes simply and effectively. Quotes can be created with a total per quote or in more detail, showing net prices for each item. Quote worksheets can be generated as well showing cost information and profit margins. Quotes are provided in a pdf format, meaning you can print them or email them in just a few seconds. Know how you company is doing...What is the value of knowing at any time the total sales performance of the company? Whether by region, user, or customer, you will be able to see the latest quotes and sales, profit margins, and hit ratios all in real time. Invaluable! Accuracy on every quote...It is difficult to grasp completely the total costs associated with inaccurate quotes. Faulty information related to product description, list prices, cost information, datasheets, or terms and conditions can be the source of potential problems once the order is received. However, with QuoteLeap, both operational and legal issues can be prevented as every quote generated will conform to the company’s commercial standards and verified product information
Know where to aim...With QuoteLeap’s stats, you will clearly see who is bringing business, which customers are responsive to your quotes, and which are not. Complete and immediate control...QuoteLeap has the ability to create or modify global information available to all users within your company. Do you need to change the list price of a product? No problem, just a few clicks and it is done. How about modifying the datasheet for one of your services? Not an issue, just a few clicks. Do you have a new territory manager? Update the user information in seconds and let him or her take charge of the territory immediately. |
Follow up on quotes...When contacting any of your customers, you will have all quotes generated for that customer and all information about him or her. In addition, you will be able to create notes about quotes and customers, meaning that the next time you contact that customer, you will know exactly where you left off. |
